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Showing 1 - 10 of 11 results for "Specialised Advice"

FSC proposes new advice model

KARREN VERGARA  |  MONDAY, 19 APR 2021
... and intra-fund advice will fall under simple personal advice. Complex personal advice further breaks down to specialised advice. Backing this model, the FSC said: "With many consumers receiving financial advice not understanding whether that advice is ...

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. In January, he launched his own firm, called the Financial Advice Services ...

Cbus head of advice launches firm

KANIKA SOOD  |  FRIDAY, 17 JAN 2020
... pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. Many superannuation funds, including Sunsuper, have since followed the route of ...

Advice firm expands to Dubai

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
... rapid pace it is imperative that we position Atlas Wealth Management so that Australian expats can receive the specialised advice they require to navigate the maze of financial requirements that have been thrust upon them." Atlas previously had a referral ...

Aon exits advice

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... Walker would execute a management buy-out of the business, allowing AHFA to "invest in the requirements of a specialised advice business and respond to the needs of the marketplace." According to Aon, the decision to leave advice reflects an earlier ...

Queensland advice practice goes international

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
... With both the Australian and foreign governments rapidly changing their respective tax rules, the need for specialised advice has never been more important," he said.

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
The advice industry post-Life Insurance Framework reforms is "bright and full of potiential" for those businesses that adopt a more specialised approach, according to Bombora Advice managing director Wayne Handley. Handley said the LIF reforms are compelling ...

Fordham sets sight on growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... will continue to look for opportunities where we believe we can provide business owners with highly relevant specialised advice, guidance and support." With a history spanning 55 years, Fordham acts for private businesses, their owners and their families ...

Affinia announces adviser award winners

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... Peter Blassis, Emerging Gun of the Year by Mad about Life's Jodie Douglas and the chairman's award went to Specialised Advice's Sacha Burchgart. "It is so important for us all to recognise the great work of advisers and the vital role they play in the ...

Towers Watson grows team after benefiting from super mergers

MATT WOODINGTON  |  TUESDAY, 2 AUG 2011
... per year and has successfully done so for the past two, said Miller. The asset consultant is focusing more on specialised advice, particularly when clients are looking at non-traditional assets. "Much of the best advice is to work out what they shouldn't ...
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